Branch Operation Lead - Bellmore Ave and Peach - East Meadow, NY

JPMorganChase•East Meadow, NY

4d•Onsite

About The Position

As a Branch Operations Lead in a Chase Branch, you work closely with the Branch Manager, branch employees, and subject-matter experts to ensure clients’ financial transactions are handled accurately and carefully while following bank policies, procedures, and regulatory requirements. You assist clients with transactions, introduce self-service banking options, and build lasting client relationships. You also review branch operations and keep the team informed about policies and procedures. Your leadership helps the branch meet control expectations and provide a welcoming client experience. The role includes leading branch operations and managing cash devices such as the cash vault and ATM. You support the Branch Manager in maintaining strong loss-control, compliance, and audit standards. You must successfully complete the Branch Operations Lead Training Program before placement and be able to travel as required for in-person training and meetings.

Requirements

At least 1 year of retail banking experience.
High school degree, GED, or foreign equivalent.
Ability to work branch hours, including weekends and evenings.
Ability to travel as required for in-person training and meetings.
Successfully complete the Branch Operations Lead Training Program before placement.
Adhere to policies, procedures, and regulatory banking requirements.
Demonstrate attention to detail, organization, leadership, and operational proficiency, including transaction accuracy.
Work collaboratively and educate the branch team and partners.
Build client relationships, educate clients, and refer them to experts when needed.

Nice To Haves

At least 6 months of Associate Banker (Teller) experience.
College degree or military equivalent.

Responsibilities

Collaborate with the Branch Manager to create a welcoming branch atmosphere and exceptional client experience.
Greet clients, assist with transactions, manage lobby flow, schedule meetings, and check clients into the waiting queue.
Communicate clearly and politely to understand client needs and help them effectively.
Lead branch operations, including managing the cash vault and ATM.
Resolve client issues promptly and accurately while following bank policies and procedures.
Connect clients with branch employees and experts to support specialized financial needs and build lasting relationships.
Introduce clients to self-service banking options.
Support the Branch Manager in maintaining loss-control, compliance, and audit standards.
Review branch operations and keep the branch team informed about policies and procedures.
Complete the Branch Operations Lead Training Program before placement and travel as required for in-person training and meetings.